When it comes to estate planning, trust-owned homes are a common tool for avoiding probate and ensuring a smooth transfer of assets. However, they can unintentionally create insurance issues if the property title and insurance policy aren’t aligned. A recent
Consumer Advisory: Insurance Tips for Coloradans Affected by Wildfire Evacuations As a financial planner, I understand the challenges that come with sudden evacuations due to wildfires. Here are some important insurance tips to consider if you are affected. Recent Wildfire
In April, our family welcomed a new member—a delightful, energetic, and mischievous puppy named Catan. From the moment he arrived, Catan has brought immense joy and laughter into our home, quickly becoming a cherished part of our lives. Little did
Insurance is a crucial component of risk management, offering protection against unforeseen events that can have significant financial implications. In this blog post, we will explore best practices in life insurance, homeowners and property and casualty coverages, identify gaps in
Should you own Zombie Apocalypse Insurance?: Four risk mitigation disciplines to get familiar with Zombie Insurance exists…yes really, if only as a marketing ploy for insurance shops. But it gives us a great reason to discuss the different types of
Most likely yes. Your financial and family situation will be the deciding factor. If you’re single, have a large amount of savings, and no dependents then life insurance may not be for you. The reason being, unless your savings cannot
The Short Version – What you need to know: Cash is offering yields that are unusually high and unsustainable. Stick with it too long, and you risk missing better opportunities. Here’s why: There is no denying it —
The Short Version – What you need to know: Cash is offering yields that are unusually high and unsustainable. Stick with it too long, and you risk missing better opportunities. Here’s why (the long Version): There is no denying it
When it comes to a 1031 exchange, your primary residence is generally excluded. According to the rules of Section 1031 of the Internal Revenue Code (IRC), property used for personal purposes, like a primary residence, doesn’t qualify for tax deferral.
